Financial Planning Worksheet
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1 Financial Planning Worksheet Date SSN Rate Name Age Pay Grade Yrs. in Svc. Date Reported/PRD (Transfer) Marital Status Spouse s Name Age Spouse s Place of Employment Number of Children and Ages Home Address Work Telephone Home Telephone Command & Referred By (Self, CMD, NMCRS, FFSC, etc.) Amount of SGLI Elected Amount of FSGLI Elected TSP Monthly Contribution MGIB Monthly Contribution ASSETS Cash on hand Checking Accounts Savings Accounts Certificates of Deposit Cash Value of Life Insurance U.S. Savings Bonds Mutual Funds/Money Market Stocks/Bonds College Funds 401(k)/403(b)/TSP Other (IRAs, etc.) Real Estate (Market Value) Home Rental Property Other (Vac Home/Trailer/Time Share) Personal Property Vehicles/Motorcycles/Boats Furniture Jewelry Other (Collectibles, etc.) STATEMENT OF NET WORTH Counseling Provided By: Counselor Phone #: Appointment Date: Time: Place: LIABILITIES Signature Loans Auto Loans or Leases Consolidation Loans Student Loans NEX/AAFES (Star Card) Department Store Credit Cards Other Credit Cards NMCRS (Loan) Other (Friends, Relatives, etc.) Advance/Over Payments Mortgages-Balances Due Home Rental Property Other (Vac Home/Trailer/Time Share) TOTAL ASSETS TOTAL LIABILITIES NET WORTH (Assets Liabilities)
2 MONTHLY INCOME ENTITLEMENTS ACTUAL PROJECTED REMARKS * Base Pay Basic Allowance for Housing (BAH I or II) Overseas Housing Allowance (OHA) Basic Allowance for Subsistence (BAS) Family Separation Allowance (FSA) * Flight Pay/Diving Pay/Flight Deck Pay * Submarine Pay * Other Hazardous Duty Pay * Sea Pay Taxable COLA Other (tax exempt/allowance eg. COLA/FSSA) TOTAL MILITARY COMPENSATION (A) * Taxable pay ( ) Excludes pretax ded for TSP/MGIB DEDUCTIONS ACTUAL PROJECTED REMARKS Family SGLI (For Spouses) Servicemembers Group Life Insurance (SGLI) Uniform Services TSP MGIB FITW Filing Status Actual Proj. Status: FICA (Social Security) Base Pay Only, Excludes MGIB FICA (Medicare) Base Pay Only, Excludes MGIB State Income Tax State Claimed: AFRH (Armed Forces Retirement Home) TRICARE Dental Plan (TDP) Advance Payments Ends: Overpayments Ends: TOTAL DEDUCTIONS (B) $ $ CALCULATE NET INCOME ACTUAL PROJECTED REMARKS Service Member s Take Home Pay (A-B) $ $ Divide by 2 for Payday Amount Service Member s Other Earnings (less taxes) Spouse s Earnings (less taxes) Family SGLI (For Spouses) Servicemembers' Group Life Insurance (SGLI) Uniform Services TSP MGIB TRIDARE Dental Plan (TDP) Advance Payments Overpayments Child Support/Alimony (Received/Income) Other Income (e.g. SSI, Rental Income) TOTAL MONTHLY INCOME $ $ *Note: Pay Entitlements are taxable. Allowance Entitlements are non-taxable.
3 MONTHLY SAVINGS AND LIVING EXPENSES Note: Actual or Projected Figures can be carried forward to spending plan. SAVINGS ACTUAL PROJECTED REMARKS SAVINGS Emergency Fund (1-3 months) Monthly Contribution Amount Goal: 10% of Net Income Reserve Fund Actual Projected "Goal-Getter" Fund $ $ Investments/IRAs/TSP/etc. TOTAL SAVINGS AND INVESTMENTS (10%) $ $ LIVING EXPENSES ACTUAL PROJECTED REMARKS HOUSing Furnishings Maintenance/Repairs Mortgage/Rent Taxes/Fees FOOD Dining Out Groceries Lunches Include school and work lunches Vending Machines Meal Deductions UTILITIES Cable/Satellite TV Cellular/Pagers/Phone Cards Electricity Internet Service Natural Gas/Propane Telephone Local=$ Long Distance=$ Water/Garbage/Sewage CHILD CARE Allowances Daycare Support Include other dependant care AUTOMOBILE Gasoline Maintenance/Repairs Other CLOTHING Laundry/Dry Cleaning Purchases ($50 monthly per person) INSURANCE Automobile Health/Life Homeowners/Renters SGLI/FSGLI Both service member/family SGLI TRICARE Dental HEALTHCARE Dental Eye Care Hospital/Physician Prescriptions EDUCATION Books Fees (Other/Room & Board) Tuition MGIB Montgomery GI Bill (MGIB) CONTRIBUTIONS Charities (CFC/NMCRS) Club Dues/Association Fees Religious LEISURE Athletic Events/Sporting Goods Include spectator sports Books/Magazines Computer Products (Software/Hardware) DVD/VHS & Video Games Rentals DVD s & CD s Entertainment Lessons Dance, Music, Self-Defense, Tutor Toys & Games Travel/Lodging PERSONAL Beauty Shop/Nails Barber Shop Cigarettes/Other Tobacco Vending Machines Liquor/Beer/Wine ABC, Package Store, etc. Other (Toiletries, Supplements, etc.) GIFTS Holidays Birthdays/Anniversaries PET CARE Food/Supplies Veterinarian/Service (Boarding/Grooming) MISCELLANEOUS ATM Fees/Stamps/etc. Other Recommend $50-$150 Buffer TOTAL MONTHLY LIVING EXPENSES (70%) $ $
4 CREDITOR PURPOSE Indebtedness 20% MONTHLY PAY- MENT BALANCE PROJECTED PAYMENT REMARKS (Mos Behind, Pd by Allotment, etc.) 1. US Govt. Advance Pay Automatic Deduction 2. US Govt. Over Payments Automatic Deduction APR % TOTAL SUMMARY ACTUAL PROJECTED NET INCOME (Bottom of Page 2) SAVINGS & INVESTMENTS (Page 3) LIVING EXPENSES (Page 3) AMOUNT LEFT TO PAY DEBTS = TOTAL MONTHLY DEBT PMTS (Page 4) SURPLUS OR DEFICIT = DEBT TO INCOME RATIO = (Total Monthly Debt Payments Net Income x 100 = Debt-to-Income Ratio)
5 action plan Increase Income 6. Decrease Living Expenses 6. Decrease Indebtedness REFERRALS/RECOMMENDED TRAINING Setting Your Goals (Short & Long Term) Goal COST date wanted = monthly savings to reach goal 6.
6 P TOTAL NET INCOME P TOTAL TAKE HOME PAY monthly spending PLAN MONTH MONTH MONTH BY PAYDAY 1st 15th 1st 15th 1st 15th *If using take-home pay amount, do not include any savings, expenses, or debt payments that are deducted from pay or paid by allotment. P = Planned Expenses A = Actual Expenses Savings & Investments Budgeted Amount P A P A P A P A P A P A Housing Food Utilities Transportation Clothes Insurance Health Education Contributions Subscriptions Personal Entertainment Dependent Care Miscellaneous Creditors TOTALS $
7 Daily Expenses Keep track of your daily expenses for two weeks Keep a record of how you spend your money for the next two weeks. The secret is to record it when you spend it. Using a stickie note in your wallet or purse will help you track your expenditures. When you go for your money make a note on your stickie (write the amount and the item). At the end of the day, transfer the recorded amounts to this record. Be sure to include bills paid, along with sodas, lunches, etc. Remember this is for tracking your take home pay, don t include allotments. TAKE HOME PAY FOR TWO WEEKS Dates DATE: DATE: DATE: DATE: Item: Amount: Item: Amount: Item: Amount: Item: Amount: DATE: DATE: DATE: DATE: Item: Amount: Item: Amount: Item: Amount: Item: Amount: DATE: DATE: DATE: DATE: Item: Amount: Item: Amount: Item: Amount: Item: Amount: DATE: DATE: DATE: Item: Amount: Item: Amount: Item: Amount: Take Home Pay: Amount Spent: Balance: $ $ $ (+ or -)
Financial Planning Worksheet Page 1. Statement of Net Worth
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Income (Monthly) Current Projected Totals Amount Projected Inc % Inc % Total Outgoing $ - $ - Total Current Projected Surplus/Deficit $ - $ -
Income (Monthly) Current Projected Totals Amount Projected Inc % Inc % Base pay Deductions 0% 0% BAS Housing 0% 0% BAH Food 0% 0% OHA Clothing 0% 0% COLA Transportation 0% 0% Special Pay Personal Needs
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